2/6/2024 | Centric Wealth Management | 52,778 | $772K | 0.2% | N/A | 1.056% | |
2/6/2024 | Private Advisor Group LLC | 153,327 | $2.30M | 0.0% | N/A | 3.067% | |
2/5/2024 | Kestra Private Wealth Services LLC | 17,256 | $259K | 0.0% | -82.2% | 0.345% | |
2/5/2024 | Cypress Capital Management LLC WY | 231,309 | $3.47M | 3.8% | -5.7% | 4.626% | |
1/29/2024 | Koshinski Asset Management Inc. | 19,218 | $288K | 0.0% | +39.5% | 0.384% | |
1/26/2024 | Geneos Wealth Management Inc. | 3,492 | $52K | 0.0% | N/A | 0.070% | |
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1/24/2024 | Private Trust Co. NA | 16,002 | $240K | 0.0% | N/A | 0.320% | |
1/11/2024 | Brookstone Capital Management | 21,114 | $317K | 0.0% | N/A | 0.422% | |
11/13/2023 | Stifel Financial Corp | 212,075 | $3.02M | 0.0% | N/A | 4.242% | |
11/13/2023 | Kestra Advisory Services LLC | 11,362 | $162K | 0.0% | -18.3% | 0.227% | |
11/8/2023 | HighTower Advisors LLC | 90,049 | $1.28M | 0.0% | -10.7% | 1.801% | |
11/8/2023 | Kestra Private Wealth Services LLC | 96,936 | $1.38M | 0.0% | +10.6% | 1.939% | |
10/18/2023 | Koshinski Asset Management Inc. | 13,775 | $196K | 0.0% | -9.8% | 0.276% | |
10/12/2023 | IFP Advisors Inc | 20,636 | $294K | 0.0% | +217.5% | 0.413% | |
8/10/2023 | Nwam LLC | 61,018 | $993K | 0.1% | N/A | 1.220% | |
8/10/2023 | Cetera Investment Advisers | 52,201 | $849K | 0.0% | +49.9% | 1.044% | |
8/9/2023 | Coastal Investment Advisors Inc. | 11,005 | $179K | 0.0% | N/A | 0.220% | |
8/4/2023 | IFP Advisors Inc | 6,500 | $162K | 0.0% | N/A | 0.107% | |
8/2/2023 | Bank of Montreal Can | 48,493 | $791K | 0.0% | N/A | 0.795% | |
8/1/2023 | Cypress Capital Management LLC WY | 265,092 | $4.33M | 4.8% | +43.0% | 4.346% | |
7/31/2023 | LPL Financial LLC | 261,866 | $4.26M | 0.0% | -12.8% | 4.293% | |
7/28/2023 | Koshinski Asset Management Inc. | 15,275 | $249K | 0.0% | -80.3% | 0.250% | |
7/28/2023 | Private Trust Co. NA | 6,099 | $99K | 0.0% | N/A | 0.100% | |
7/26/2023 | Janney Montgomery Scott LLC | 198,011 | $3.22M | 0.0% | -6.8% | 3.246% | |
7/20/2023 | PFG Advisors | 12,499 | $203K | 0.0% | -44.8% | 0.205% | |
7/11/2023 | Worth Asset Management LLC | 113,405 | $1.85M | 1.4% | +6.2% | 1.859% | |
5/26/2023 | Fortis Group Advisors LLC | 17,183 | $271K | 0.1% | N/A | 0.282% | |
5/24/2023 | Verity Asset Management Inc. | 10,063 | $159K | 0.1% | N/A | 0.165% | |
5/12/2023 | NewEdge Advisors LLC | 197,817 | $3.13M | 0.0% | +15,476.1% | 3.243% | |
5/10/2023 | LPL Financial LLC | 300,432 | $4.76M | 0.0% | N/A | 4.925% | |
5/10/2023 | Cypress Capital Management LLC WY | 185,437 | $2.94M | 3.4% | -0.6% | 3.040% | |
5/3/2023 | Axxcess Wealth Management LLC | 16,103 | $255K | 0.0% | N/A | 0.700% | |
5/3/2023 | Woodward Diversified Capital LLC | 22,414 | $355K | 0.3% | N/A | 0.975% | |
5/2/2023 | Arkadios Wealth Advisors | 17,587 | $278K | 0.0% | N/A | 0.765% | |
5/2/2023 | Capasso Planning Partners LLC | 16,285 | $258K | 0.2% | N/A | 0.708% | |
4/28/2023 | Janney Montgomery Scott LLC | 212,455 | $3.36M | 0.0% | N/A | 9.237% | |
4/25/2023 | Geneos Wealth Management Inc. | 3,417 | $54K | 0.0% | +1,046.6% | 0.149% | |
4/21/2023 | PFG Advisors | 22,647 | $359K | 0.0% | N/A | 0.985% | |
4/19/2023 | Solstein Capital LLC | 2,233 | $35K | 0.0% | -50.1% | 0.097% | |
4/18/2023 | Darwin Wealth Management LLC | 18,719 | $293K | 0.1% | N/A | 0.814% | |
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4/13/2023 | Drive Wealth Management LLC | 10,000 | $158K | 0.1% | N/A | 0.435% | |
4/13/2023 | Focused Wealth Management Inc | 4,000 | $63K | 0.0% | N/A | 0.174% | |
4/12/2023 | Koshinski Asset Management Inc. | 77,538 | $1.23M | 0.1% | +286.2% | 3.371% | |
4/12/2023 | Worth Asset Management LLC | 106,803 | $1.69M | 1.3% | N/A | 4.644% | |
2/8/2023 | L.M. Kohn & Company | 26,789 | $403K | 0.2% | +11.3% | 1.165% | |
2/7/2023 | Financial Architects Inc | 14,430 | $217K | 0.0% | -30.4% | 0.627% | |
2/2/2023 | Solstein Capital LLC | 4,479 | $67K | 0.1% | -18.0% | 0.195% | |
2/2/2023 | Cypress Capital Management LLC WY | 186,515 | $3.86M | 4.8% | -7.0% | 8.109% | |
1/31/2023 | Kestra Advisory Services LLC | 31,659 | $477K | 0.0% | -37.2% | 1.376% | |
1/24/2023 | Koshinski Asset Management Inc. | 20,079 | $302K | 0.0% | -5.6% | 0.873% | |
12/5/2022 | Centaurus Financial Inc. | 68,985 | $1.50M | 0.1% | -1.7% | 2.555% | |
11/15/2022 | Financial Architects Inc | 20,740 | $450K | 0.1% | N/A | 0.768% | |
11/14/2022 | OLD Mission Capital LLC | 22,976 | $498K | 0.0% | -66.2% | 0.851% | |
11/10/2022 | Sigma Planning Corp | 27,687 | $601K | 0.0% | N/A | 1.025% | |
11/4/2022 | Simplex Trading LLC | 2,089 | $45K | 0.0% | +99.9% | 0.077% | |
11/1/2022 | Kestra Advisory Services LLC | 50,406 | $1.09M | 0.0% | +447.6% | 1.738% | |
11/1/2022 | Solstein Capital LLC | 5,464 | $119K | 0.1% | -62.1% | 0.188% | |
10/21/2022 | Stegent Equity Advisors Inc. | 124,390 | $2.70M | 4.0% | +42.8% | 4.289% | |
10/20/2022 | Koshinski Asset Management Inc. | 21,279 | $462K | 0.0% | -2.3% | 0.734% | |
10/19/2022 | L.M. Kohn & Company | 24,062 | $521K | 0.3% | +12.2% | 0.830% | |
10/18/2022 | Koshinski Asset Management Inc. | 21,279 | $60K | 0.0% | -2.3% | 0.734% | |
10/5/2022 | Centric Wealth Management | 13,036 | $283K | 0.1% | -8.6% | 0.395% | |
8/13/2022 | Solstein Capital LLC | 14,430 | $326K | 0.2% | -55.0% | 0.515% | |
8/11/2022 | Wealthsource Partners LLC | 75,902 | $1.71M | 0.1% | -15.6% | 2.711% | |
8/8/2022 | Integrated Wealth Concepts LLC | 70,556 | $1.59M | 0.0% | +38.4% | 2.520% | |
8/5/2022 | Vista Finance LLC | 10,944 | $247K | 0.3% | -92.0% | 0.391% | |
8/5/2022 | L.M. Kohn & Company | 21,446 | $484K | 0.2% | -4.2% | 0.766% | |
8/5/2022 | OLD Mission Capital LLC | 67,983 | $1.53M | 0.0% | +197.6% | 2.428% | |
8/2/2022 | Centaurus Financial Inc. | 70,180 | $1.58M | 0.2% | -5.5% | 2.506% | |
8/1/2022 | Cypress Capital Management LLC WY | 205,095 | $4.63M | 6.0% | -5.3% | 7.325% | |
8/1/2022 | WESPAC Advisors LLC | 32,350 | $730K | 0.6% | +31.7% | 1.116% | |
7/14/2022 | Orion Portfolio Solutions LLC | 11,737 | $265K | 0.0% | -44.7% | 0.419% | |
5/25/2022 | L.M. Kohn & Company | 22,389 | $574K | 0.2% | N/A | 0.533% | |
5/12/2022 | Integrated Wealth Concepts LLC | 50,964 | $1.31M | 0.0% | N/A | 1.079% | |
5/12/2022 | Nwam LLC | 102,204 | $2.62M | 0.2% | N/A | 2.163% | |
5/9/2022 | Cypress Capital Management LLC WY | 216,658 | $5.55M | 6.6% | +138.7% | 4.710% | |
5/9/2022 | Wealthsource Partners LLC | 89,891 | $2.30M | 0.2% | -11.6% | 1.954% | |
5/5/2022 | Solstein Capital LLC | 32,100 | $822K | 0.5% | +19.7% | 0.760% | |
5/5/2022 | Financial Architects Inc | 133,463 | $3.42M | 0.5% | +121.6% | 3.159% | |
4/27/2022 | WESPAC Advisors LLC | 24,561 | $629K | 0.7% | N/A | 0.489% | |
4/26/2022 | Vista Finance LLC | 136,396 | $3.49M | 5.2% | -2.5% | 2.714% | |
4/26/2022 | Kestra Advisory Services LLC | 8,758 | $224K | 0.0% | N/A | 0.174% | |
4/25/2022 | Ferguson Shapiro LLC | 375,788 | $9.63M | 4.7% | +244.8% | 7.478% | |
4/25/2022 | Stegent Equity Advisors Inc. | 233,902 | $5.99M | 5.0% | N/A | 4.655% | |
4/22/2022 | Allworth Financial LP | 6,640 | $170K | 0.0% | N/A | 0.132% | |
4/20/2022 | Sigma Planning Corp | 13,789 | $353K | 0.0% | +14.2% | 0.265% | |
4/20/2022 | Koshinski Asset Management Inc. | 21,779 | $558K | 0.0% | +659.1% | 0.419% | |
4/14/2022 | Reuter James Wealth Management LLC | 134,158 | $3.44M | 1.4% | +122.1% | 2.496% | |
4/5/2022 | Centric Wealth Management | 14,464 | $371K | 0.1% | -8.4% | 0.268% | |
2/19/2022 | Wealthsource Partners LLC | 101,679 | $2.65M | 0.2% | N/A | 1.535% | |
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2/10/2022 | OLD Mission Capital LLC | 57,589 | $1.50M | 0.1% | N/A | 0.993% | |
2/9/2022 | Orion Portfolio Solutions LLC | 8,411 | $219K | 0.0% | N/A | 0.146% | |
2/7/2022 | Vista Finance LLC | 139,885 | $3.65M | 3.8% | N/A | 2.509% | |
2/3/2022 | Advisor Group Holdings Inc. | 6,118 | $160K | 0.0% | N/A | 0.120% | |
2/2/2022 | Sigma Planning Corp | 12,075 | $315K | 0.0% | N/A | 0.233% | |
2/1/2022 | Centaurus Financial Inc. | 72,765 | $1.90M | 0.1% | N/A | 1.406% | |
1/27/2022 | Solstein Capital LLC | 26,815 | $700K | 0.4% | N/A | 0.534% | |
1/27/2022 | Centric Wealth Management | 15,787 | $412K | 0.1% | N/A | 0.314% | |
1/25/2022 | Reuter James Wealth Management LLC | 60,392 | $1.58M | 0.6% | N/A | 1.202% | |
1/25/2022 | Ferguson Shapiro LLC | 108,995 | $2.84M | 1.5% | N/A | 2.169% | |